Position
NVDA
NVIDIANASDAQ
LONG+52.5%
- Entry
- SEP 15$144.64
- Last
- $220.57
Thesis
The accelerator socket is still the scarcest thing in the build-out, and the software moat around it is what keeps a hardware business priced like a platform. The position is on the socket, not on any one generation of part.
Writing
Notes on NVDA
Nothing written on this one yet. A note lands here the moment it is tagged NVDA, so the thesis above and the writing behind it never drift apart.